Orders
Orders customers placed and paid for on your online order page. Each one arrives already paid, with an invoice, and moves through to collected or delivered.
The process
Every order moves down these steps in order.
- New order
- Preparing
- Ready
- Completed
What it records
These fields come with the template. Add your own, rename them, or delete the ones you do not use.
- Customercontact
- Order itemsnotes
- Order totalnumber
- Fulfilmentdropdown
- Delivery addresstext
- Phonephone
- Order notesnotes
Step by step
The documentation below ships with the template. It is what your team reads on the step itself while they are doing the work, not a manual filed somewhere else.
- 01
New order
Paid online and waiting to be made up.
Also on this step, but optional: Customer, Order items, Order total, Fulfilment, Delivery address, Phone, Order notes.
Purpose
A customer has ordered and already paid by card. The paid invoice is on the record, and the money is in your Stripe account.
Tasks
Read Order items and Order notes.
Check Fulfilment: Pickup, or Delivery to the Delivery address.
Save to move it on to Preparing when you start on it.
Tip
Add an automation on this step to email the customer a confirmation, or to alert whoever makes up orders.
- 02
Preparing
Being made up or packed.
Purpose
Someone is making up the order. Move it on as soon as it's ready, so the customer can be told.
- 03
Ready
Ready for pickup, or out for delivery.
Purpose
The order is ready to collect, or on its way.
Tip
An automation here (an "Order ready" email to the Customer) tells the customer without anyone typing it.
- 04
Completed
Collected or delivered.
Purpose
The customer has their order. Nothing left to do.
Refunds
Refunds are made in your Stripe dashboard. Add a note here saying why, so the record and the money agree.
Other templates
- SalesTrack deals from first contact to closed-won.
- New Hire OnboardingFrom signed offer to a productive team member.
- Repair JobsWorkshop intake → quote → repair → pickup.
- Support TicketsInbound issues from triage to resolution.
- Project ScheduleMilestone-driven projects, visualised on the Timeline.
- ContactsOne place for the people and companies you deal with.
- ProductsThe things you sell online, with prices and photos.
- Maintenance RequestsEvery site's requests, from reported to signed off.
- Site Safety InspectionsBook it, walk the site, action every hazard, sign off.
- Tenant Maintenance RequestsLodged, owner approved, tradie booked, done.
- Event BookingsEnquiry to wrap-up, with the venue locked in first.
- Student EnrolmentsEnquiry, trial lesson, enrolled, term report.
- Home Care Client IntakeReferral, assessment, care plan, services, review.
- Production OrdersOrdered, made, QA checked, dispatched. Nothing ships unchecked.
Run Orders in your business
The free plan is enough to put a real process through it end to end. No credit card, and everything you store stays in Australia.
Start with this template